Corporate Transparency Act (CTA) Letter
Phillip Reed, Attorney at Law

To download Phil’s CTA letter (one you can send or email to clients), click here.

If you are using Retirement Analyzer, E-Money, MoneyGuide Pro, etc., it’s time you checked out the OnPointe Retirement Planning software.

OnPointe Retirement Planner is extremely easy to use and has the best visuals and charts in the industry.

We call it the “5-Minute Retirement Plan.”

It’s also the only software that allows you to use FIAs, FIAs with income riders, and IULs in full-blown retirement planner scenarios.

Click here to download a 14 page summary showing all the cool chart/graphs you can create in the software.

Or if you’d like to setup a LIVE DEMO, contact…

Lauren DeFrancesco, M.S.
Sales and Business Development
OnPointe Software